Pre-Conference Sessions

Pre-Conference sessions will be held all day on September 21, 2010 and the morning of September 22, 2010, and may require pre-registration. Please check back often as we add additional sessions and registration information.

State & Local Asset Policy Coalition Pre-Conference Session

9:00 AM on Sept. 21 to 12:00PM on Sept. 22

Agenda

State and local asset policy coalitions are at the leading edge of efforts to create a national asset policy movement. Whether you are part of a well-established coalition or just figuring out your policy agenda and coalition structure, this session is for you. Participants will be paired with others at similar stages of development to work through key issues facing asset policy coalitions:

• Planning and evaluation
• Framing and messaging
• Using technology to build membership base, raise funds and advocate for policy change
• Creating synergy between local, state, regional and national efforts

If you want to participate in the State & Local Asset Policy Coalition Pre-Conference Session, you may sign up for it when you register for the conference. You will receive additional information by e-mail, including a questionnaire to fill out and return prior to the ALC. Your responses to this questionnaire will help us match you with others who have similar coalition experiences for session work groups.

Native Asset Building Pre-Conference Session

9:00 AM to 12:00PM on Sept. 21

Download registration form (pdf, 52k)

This three hour pre-conference session will focus on the positive actions in Indian country to embrace integrated asset building. The session will explore ways that communities excel in offering a variety of asset building services to their members. Successful programs for Individual Development Accounts (IDA), Financial Education and Earned Income Tax Credit (EITC) / Volunteer Income Tax Assistance (VITA) will be showcased.

If you wish to participate in the Native Asset-Building Pre-Conference Session, please download, complete and email this form to Jaci Ree at Oweesta jaci@oweesta.org. You can also contact Jaci with questions at 605-342-3770.

Credit Builders Alliance "Credit is an Asset" Training Workshop

1:00 PM to 5:00 PM on Sept. 21st continues 8:30 AM to 12:30 PM on Sept. 22

Challenge yourself to re-think credit, integrate credit building as a powerful asset building tool, and learn innovative financial capability strategies to help your clients from outreach to outcome! This eight hour interactive pre-conference training workshop starts with an overview of the changing credit industry and then offers specific strategies for non-profits to integrate delivery of appropriate financial services and products into their lending, technical assistance and financial education activities. In addition, the workshop offers our Credit Builder 5-Step(c) model that presents a way to build client capacity and measure financial capability. This workshop is a must for beginner and advanced asset building practitioners. You will walk away with a better understanding of today's credit economy and a new asset-based approach to credit that works from outreach to outcome!

Register now at http://bit.ly/cbacfed. Complete today to secure your spot - space is limited! CBA reserves the right to give priority to SBA grantees.

CBA is pleased to offer the training with the generous support of the U.S. Small Business Administration (SBA) and other funders. As such, there is no registration fee! However participants are responsible for all travel and lodging costs associated with attending this training. Please email info@creditbuildersalliance.org or call CBA at (202) 730-9390 for more information.

Home Town Competitiveness Workshop

9:00 AM to 12:00 PM on Sept. 22

This workshop provides an introduction to HomeTown Competitiveness (HTC) a rural community development strategy that focuses on four Pillars: Entrepreneurship, Leadership, Youth Engagement and Community Philanthropy. HTC, winner of the Innovative Program of the Year Award from the Community Development Society, is in widespread use in nearly a dozen states and is producing remarkable results for small towns facing population decline and economic distress.

For more information and to register, please go to http://www.heartlandcenter.info/institutes.htm

Assets for Independence Resource Center, Financial Education Academy

Content and Skills for Making Financial Education Effective and Engaging: Level II

9:00 AM to 5: 00 PM on Sept. 21 continues 8:30 AM to 12:00PM on Sept. 22

This Assets for Independence (AFI) Academy will provide IDA project and partner staff with the opportunity to further develop their financial education facilitation skills and content knowledge on advanced financial education topics. The academy is open to representatives of organizations that are administering IDA projects, including those that do not currently have an AFI grant.

The academy will feature training on:

• Using new activity ideas in the context of financial education.
• Facilitating sessions on:
  principles of saving and investing in the new economy,
  asset protection,
  consumer protections including consumer rights and responsibilities
  and credit scoring.
• Understanding the core concepts of behavioral economics and how these may apply to financial education and savings program design.
• Keeping participants motivated during the financial education learning process and using new skills following the conclusion of the financial education.
• Integrating concepts of media literacy into financial education efforts.
• Facilitating sessions on budgeting for people at different stages of life.

To attend this pre-conference session, please register here.

If you have questions or need more information, please contact Eliza Kean at the AFI Resource Center, 1-866-778-6037.

The Future of Financial Services

Wednesday, September 22, 2010 9-10:15 AM
Room: Washington 5

In this nation-wide moment of economic uncertainty, envisioning the future of financial services is critical to ensuring that the asset-building field will continue to have a meaningful impact in the lives of low-income consumers. With the generous support of the Mott Foundation, the Center for Financial Services Innovation (CFSI) is leading a research effort to identify and examine the key trends facing the financial services industry over the next 10 years, providing a foundation for a rich dialogue and strategy development among all participants who have an impact on the lives of the financially underserved.

In this pre-conference session, CFSI will

• present its preliminary research findings,
• discuss their implications for the asset-building field, and
• provide recommendations for future action.

Speakers:
Joshua Sledge, Innovation Analyst, Center for Financial Services Innovation

Jennifer Tescher, Director, Center for Financial Services Innovation